My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Health & fitness.

Coaching football, basketball, and baseball.

Community Participation

Weschester Playa Village, helping seniors remain active in the comfort of their own home.

27
Years of Experience ?

Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies

Awards & Recognition

  • Five Star Wealth Manager, 2012, 2014

Education

  • Bachelor of Science, Business Adminsitration, Loyola Marymount University

Files for Download

My Videos(2 videos)